Team A

https://purdueglobal.brightspace.com/d2l/le/155472/discussions/posts/34678550/ViewAttachment?fileId=10013974

same instructions as Team C

Connecting the Dots

P.O. Box 31113
Dover, DE 19905
1 – (302) CSB-HELP
(302-272-4357)
www.csbllc.online
M-F 8 AM to 6 PM EST
24 Hour Technical Support Line

Daniel Winnie, Sondra Bushey, Felicia Arroufi, Tyrell Alexander

Welcome to the presentation about our virtual business, CBS, LCC. Our moto is “Connecting the Dots”, we help to connect the dots to business that are struggling during hardship. We are license to operate in Dover, Delaware. Our current hours of operation are Monday through Friday, 8 am to 6 pm EST, with a 24-hour technical support line available. CSB, LCC is made up of for great team members, Daniel, Sondra, Felicia, and Tyrell.
1

Our Story

Our mission and vision for CBS, LCC is to help small businesses continue to operate in times of uncertainty with an innovated approach to implement when necessary. During the current global pandemic, we have identified an immediate need to provide support to small businesses and their operations. Our company will aid small businesses by creating a plan of operations for critical events.
2

CSB’S Vision and Mission

Company Values

MIR’R

Unexpected Crises

Anticipating Future Problems and Creating Strategic Solutions

Our team

Our team is made up of four members. Daniel is our Direction of Client Relations, and he specializes in Sales Associates and IT Solutions. Sondra is our Director of Digital Media and Marketing and she specializes in Graphic Web Developers and Marketing Agents. Felicia is the CFO and she specializes in Budget Analysts and Financial Advisors. Tyrell is our Senior Educational Training Officer, and he specializes in Training officers and Program Writers. CBS, LCC has no other employees, we contract all of our work out.
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Sales Associates

IT Solutions

Graphic/Web Developers

Marketing Agents

Budget Analysts

Financial Advisors

Training Officers

Program Writers

Daniel Winnie
Director of Client Relations

Sondra Bushey
Director of Digital Media and Marketing

Felicia Arroufi
Chief Financial Officer (CFO)

Tyrell Alexander
Senior Educational Training Officer (SETO)

DANIEL WINNIE
Director of Client Relations
Role & Responsibilities:
Oversee team members and their assignments
Relationship building
Direct collaboration with SETO and Communications Specialist

My name is Daniel Winnie, Director of Client Relations. Our goal is to see ourselves to the best ability we possible can in order to put our company in the best possible position to succeed. My department will ensure that all our clientele is happy with the services we offer from start to finish.
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SONDRA BUSHEY
DIRECTOR OF DIGITAL MEDIA AND MARKETING
Role & Responsibilities:
Branding Management
Marketing Campaigns/Promotional Advertising
Company Liaison for External Business Activities

(Hartford, 2021)

Hello everyone! My name is Sondra Bushey and I am the Director of Digital Media and Marketing for CSB, LLC. My role and responsibilities are to promote the company and its vision which is done through strategic collaboration with my fellow department leaders: Daniel, Felicia, and Tyrell. I am responsible for leading all marketing campaigns and promotional advertisements in order to promote Tyrell’s department to conduct training courses as well as exclusive live webinars, or Ty-Talks; overseeing routine maintenance for our company website and social media pages and developing and re-developing our company’s brand in order to engage higher attraction rates; and act as the liaison for CSB when engaging in external business activities such as communicating with vendors or outsourcing independent contractors for various projects.
5

FELICIA ARROUFI
CHIEF FINANCIAL OFFICER (CFO)
Role & Responsibilities:
Financial Leadership and Management
Strategic Recommendations
Financial Advising

(Half, 2020)

My name is Felicia Arroufi. I am the Chief financial officer of CSBLLC. My roles and responsibilities include financial leadership and management. Strategic recommendations and financial advising. I determine the budgets for the entire corporation, and I ensure that our teams are staying within their goals.
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Tyrell alexander
senior educational training officer (SETO)
Role & Responsibilities:
Manage Research of Training Applications
Training Curriculum Development
Direct Collaboration with Communications Specialist and Client Relations Director

Hello, my name is Tyrell Alexander, and I am the Senior educational officer for CSB, LLC. My roles and responsibilities are the management and research of our training applications. This includes the training curriculum development, as well as direct collaborations with our communications specialist and client relations director.
7

MARKET RESEARCH

Competitive Analysis
Target Market(s)
Market Penetration

In the chart on this slide, you will see how competitive we are to others. Our target markets are related to our packages. We target business no more than 100 employees to business with employees over 150. We also have a package that they can customize them self to what exactly they want. CSB, LCC’s training programs and other materials are meticulously organized to implement a strategic plan for companies in times of hardships.
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CSB’S MARKETING STRATEGY
CSB Services
Price Strategy
Positioning
Promotional Strategy

We offer aid to struggling small businesses in time of hardship. We believe in the high value of what we offer to clients and intend to demonstrate the value in our products and services is greater than the actual cost. Our positioning is based if several different factors such as demographics, consumer buying behavior, age and gender, and lifestyle characteristics. CSB, LCC promotional strategies are advertising, direct marketing, public relationship, sales promotion, and personal selling.
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OUR BRAND AND SERVICES
The CSB Brand
Online Business Certification Training Program
Service Packages
A La Carte/Custom Packages

At CSB, LCC, our brand offers many opportunities through online business certification training program including online classes, virtual coaching, free downloadable resources and coaching forms, and career planning and business development support. The product life cycle is centered around the material. We offer 4 packages, the silver package that is directed to small businesses that have fewer than 100 employees. We also provide the gold packages that serves a business up to 150 employees. Our platinum package serves small businesses that have 150 plus employees. CSB, LCC also has a A La Carte/ custom package, this is best for a business that wants a little bit of all the other packages.
10

Packages and Pricing

As Daniel mentioned in the previous slide, here are the three main service packages with pricing and an outline of the benefits included in each package. We offer a free consultation with any of our packages and there are options to custom build a package dependent upon the company’s particular needs. The silver package priced at $189 is tailored for smaller businesses with up to 100 employees. They have access to basic, yet still highly supportive, content. Because this package is intended for the smaller business, we estimate minimal interaction time, thus the 2 one-hour sessions for business development and support. Members who opt for the silver package have the option to purchase more session time based on individual company needs. The next package, the gold package, is priced at $279 a month and targets a more mid-level sized company (up to 150 employees). This package affords its members with the same benefits as the silver package PLUS a few more perks. Members will have full membership access to training materials and we will conduct an individual business investigation of the member’s company. This allows us to visit the “site”, or rather their company, analyze current operations over a 6-week period and then devise a customized action plan with recommendations for solutions. This package includes one addition session for business development and support. From here we move over to our platinum package which is strategically designed to fit the needs of larger corporations – companies with more than 150 employees. In addition to the silver/gold package benefits, this all-inclusive package provides more luxury accommodations. CSB will provide members with 10 tablet devices already pre-loaded with training materials and resources. Members will also gain exclusive access to our VIP Business networks. As with the silver package, CSB will conduct their business investigation, yet it will require more time for a thorough analysis. We will collaborate with our platinum members for a 10-week period, collecting all relevant/necessary information to conduct our investigation, design our action plan, and provide the proper recommendation(s). Additionally, this package includes 5 1 hour sessions.
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Silver Package: $189/mo.
(Up to 100 Employees)

FREE Consultation

Gold Package: $279/mo.
(Up to 150 Employees)

Silver Package Benefits PLUS:

Exclusive Access to VIP Business Networks

Platinum Package: $379/mo.
(150+ Employees)

Downloadable PDF of Training Materials/Resources

Recommendations for Solutions

Custom Designed Action Plan

Virtual Business Development and Support ([2] 1 hour zoom sessions)

Individual Business Investigation

Membership Access to Training

Exclusive Access to VIP Business Networks

Tablets NOT included

Membership Access to Training Materials

*Individual Business Investigation

Tablets NOT included

* Business Investigation includes 6 weeks onsite evaluation/analysis

Silver & Gold Package Benefits PLUS:

10 tablets for companies with pre-loaded training materials and resources

* Virtual Business Development and Support includes 3 1 hour zoom sessions

Recommendations for Solutions

* Business Investigation includes 10 weeks onsite evaluation/analysis

Exclusive Access to VIP Business Networks

* Virtual Business Development and Support includes 5 1 hour zoom sessions

Packages and Pricing

As I previously mentioned, this packaging option is considered to be an “add-on”. Businesses who feel they need additional support or want to add a little extra can do so through our a la carte option or customized packaging. Pricing for these requests will be provided upon inquiry.
12

A La Carte/Custom Package: Pricing Upon Request

Additional Onsite “Sessions”

Customized Package per Employee

Exclusive Access to VIP Networks

Pricing strategy
(BDC, n.d.)

CSB applies a value-based pricing strategy to the services provided. We pride ourselves on high value of what we offer our clients and present them with opportunities rather than transactions. The advantage here is that our clients can recognize “the perceived value to [them] is primarily based on how well it’s suited to [their] needs and wants…”. Our value proposition is universal – we ensure that our program will keep businesses and their employees safe and continue full operations during times of hardship.
Being a virtual company, our unique sales approach identifies with prospective target market(s) and how to present our services. Aside from offering high value, we maintain excellent retention with our clients by providing them with a sense of relief. CSB’s focus, first and foremost, is for individuals and their livelihood.
13

Value-based pricing

Sales Process

Positioning
Digital Marketing
Social Media
Company Website

Our company website and social media pages will provide members with exclusive information regarding the company – who we are and how we can help – the services we offer, as well as other useful information such as networking opportunities and other training related content. Based on statistical data from the three social media platforms we utilize – Facebook, LinkedIn, and Instagram are that additional support we need to position ourselves in our prospective market areas.
As you can see, as of September 2020, Facebook reports a total number of active users at 2.74 billion. Promoting our company’s services through Facebook will expand our growth opportunity for a higher traffic rate to our website.
LinkedIn reports approximately 740 million members worldwide. As you can see from the chart, there are 176 million users in the U.S. alone! LinkedIn is a particularly vital social media platform for CSB because of it’s well-known reputation as the “professional social network” site. Members utilize LinkedIn as a way to network and develop business relationships.
And finally, as of 2017, Instagram reported a spike in BUSINESS accounts of 25 million users! This tells us that more and more businesses have turned to a virtual approach to expanding operations and creating business growth opportunities.
Through our social media platforms, we will gain numerous opportunities to raise awareness, thereby retaining future clients. To aid in reaching larger markets, CSB will promote itself through paid advertising campaigns, micro ads, and even SEOs.
14

Promotional strategy
PUBLIC RELATIONS
SALES PROMOTION

Ultimately, the key takeaway of our promotional strategy, being a new virtual company, is to gain a larger audience and attract as many people and businesses as possible to our website and social media pages. CSB’s exclusive, yet limited, promotional events include what we refer to as Ty-Talks. These are promotional events are streamed live and include special content to peak visitors’ curiosity to inquire about more information.
CSB incentivizes its audiences by incorporating special promotional elements into the services offered. Our overall goal is to permanently establish a relationship with all our clients thereby expanding our “exclusive VIP business networks”. These incentives include 2 additional complementary business development sessions for FREE and existing clients receive 50% for additional sessions (cannot conflict with original membership contract – limited to 2 weeks)
15

Service blueprint
OPERATING STRATEGY
Technology plan

Here we highlight two significant elements to our operating strategy. As a virtual service-based business, we’ve designed a meticulous technological plan as well as a service blueprint since we are offering something intangible – it cannot be easily measured. The technology plan outlines all programs and applications necessary to successfully conduct our business operations. Slack is a virtual communication platform. This application allows us to communicate in various forms – instant message, both one-on-one and group, video chat, phone call. CSB’s department leaders utilize this platform to collaborate with each other about upcoming tasks/projects and administrative topics, to name a few. Asana, another crucial element to our operations, is a project management tool which acts as our center hub for everything we do. Through Asana we can create to-do lists of projects or other assignments, set and track performance goals, create project timelines, assign/delegate work to others, and so much more! Microsoft and Adobe programs are used for creating and sharing documents as well as storing files; Quickbooks is the accounting software CSB utilizes to manage all financials.
As I previously stated, we are a service-based, not product-based business. Therefore, what we offer is intangible and can sometimes be tricky to measure in terms of success. This service blueprint acts as a “product” roadmap if you will. It outlines a general guideline to follow from inception to conclusion with any of our packages. Our service blueprint essentially tells us where we are in the “product’s” lifecycle and what we should anticipate next.
16

Financial strategy
BUDGET SHEET
CASH FLOW STATEMENT
OPERATING BUDGET

Ok, let’s talk Financial Strategy!
In the next few slides, we will review the balance sheet, the cash flow statement, and the operating budget.
17

BALANCE SHEET

Ok, let’s review our balance sheets starting with Assets. As you can see, in the chart on the right, and current cash is $70,000. Our inventory which includes some goods for our customers is $10,000. We do have some prepaid expenses such as insurance and program subscriptions, which are also valued at $10,000. Our computers and office equipment is valued at $10,000 as well. Taking a look at liabilities, you will find a small account payable balance, in the amount of $9800. After considering our assets and liabilities our balance is $88,941 in assets.
18

Let’s dig into the cash flow statement. In our fiscal year beginning February 2021 our partners invest in $25,000 each in to CSB,LLC as an initial investment. We had some startup expenses in February, which led to a lower cash in hand balance from March. However we expect to see an increase in our cash on hand as CSB, LLC generates revenues. We have an anticipated increase in sales of $5000 per month throughout the first fiscal year of our organization. We expect to be in a higher cash position every month compared to the prior month.
19

Operating Budget

CSB,LLC‘s total monthly expenses are $1926. Our insurance falls at $188 a month. Marketing and promotion at $1224 a month. That includes marketing and advertising at $1179 and website maintenance at $45. Professional fees, specifically for accounting, are $75 a month. We use QuickBooks advanced for our small business. Our IT support fees are $170 a month. Our subscriptions, which includes Slack, Asana, Business Microsoft office, and Adobe DC for teams are $69 a month. Our Office supplies are approximately $200 a month. Our larger expenses, which included our start-up costs, were our initial cash investment of $100,000 25,000 for each partner, our equipment which came in at $10,000, and our equipment installation which is about $170. We also have some other fees legal and other professional ones at $489. This included our registration process our operating agreement our applications for licensing, etc. Our Total start-up funds that were required for $122,585. Our total monthly expenses, again, are $1926.
20

Business Forecasts

Here’s where it gets good! Let’s talk about our business forecast. We are going to go over the risk analysis, the break-even analysis, and the three-year sales forecast.
21

RISK ANALYSIS

BREAK-EVEN ANALYSIS

3-YEAR SALES FORECAST

RISK ANALYSIS

CSB,LLC‘s risk analysis. We identified three risks for our company. The first risk being data malware security breaches. The categories that they fall under are time, cost, and quality. The probability of this type of risk happening is a seven, and the impact that it would have on the organization is ranked at 10. The risk score total for the first risk is 70. What we would do in this situation would be to shut down services and identify the breaches. Us, as the risk owners of course, are responsible should something like this happen. The second risk that we have identified is a leaking of privacy. So, this could include Social Security numbers. It could include addresses, telephone numbers, names, etc. of the persons using our services. The risk category would be time, cost, and quality. Probability is a six out of 10, impact is a nine out of 10. Bringing our risk score to 54. Just like our data malware security breach we would shut down services and identify the breaches. Finally, legal compliance. The risk category that this falls under is cost. The probability is a three out of 10. The impact is 9 out of 10, as should we fall into some legal problems, that could be a very high impact on the organization. The total risk score ranking at 27 and coming in as the third probable risk our organization faces. What we would do in this situation is review legal policy. We would include our attorneys and make sure that we’re falling within legal guidelines. Again, the risk owners for this situation would be us stakeholders.
22

Break-Even analysis

Here we have our Break-even analysis covering the month of February. We have fixed cost of $1,179 to include monthly media subscriptions, internet and phones, IT support retaining fees, website maintenance, and monthly marketing and advertising. Our variable cost total $3,770.40 include cost of goods, labor, and overhead, plus 5 percent commission fee. At a selling price of $4,548.00, we need to sell three subscription units per week at a break-even sales of $10,281.10 to break even for the month.
23

3-YEAR SALES FORECAST

Here in our three years sales forecast we will take a look at year one. We project that the total number of units sold will be 698 units, seeing steady growth of units sold as the year progresses. We also can see the unit cost of goods sold with the average price of our silver package at $144.25, our gold package at $202.92, and our platinum package at $253.17. Our unit prices will be set at $189, $279, $379, leaving us an average margin of $44.75, $76.08, and $125.83. We project that revenues will reach a total of $181,022 in the first year with a gross profit of $53, 695.
24

3-YEAR SALES FORECAST

In year two we project to see more growth in the number of units sold. We can expect the number of units sold in year two total 1,135 units, seeing an increase of 42% for silver packages, 83% change in the gold package, and a 52% change in our platinum package. The unit cost of goods sold will begin to decrease and we project to see a difference of $43, $92.95, and $92. In year two we can expect to see revenues of $$298,265 with a gross profit of $171,043.
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3-YEAR SALES FORECAST

In year 3 we project to see the number units sold to continue to grow with a change of 33% for our silver package, 46% for gold, and a 13% increase for the platinum package for a total of 1,554 units sold for the year. We also project to see a decrease in the cost of goods sold with a difference of $24.83, $34.08, and $17.25 from the previous year. In year three we project to see further revenue and gross profit growth with a total revenue of $405,826 and a gross profit of $278,381
26

3-Year Sales Forecast

In this slide, these charts give a visual representation of our three-year sales forecast showing growth of units sold, revenue, and gross profit.
27

Concluding Remarks
Thank you!

In conclusion, we at CSB, LLC will provide a niche service that will help small businesses in need. Our services will not only restore business confidence through our training and coaching curriculums they will assist in healing the communities in which these businesses are an integral part of. With our low cost of operating and our potential for revenue growth, an investment in CSB, LLC will lead to steady returns for our investors. So, invest with us here a at CSB, LLC. and lets get started with the business of connecting the dots.
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Contact Us

29

/CSBLLC

@CSBLLC

@CSBLLC

support@csbllc.online

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